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Your Window on Money

Our Quarterly Client Newsletter

WINTER 2018/19 EDITION

Your Window on Money seeks to address topical issues that are likely to be of interest to most readers; please do not hesitate to contact us should require further information on any of the articles, or any other financial matter.

Simply Money Spring Edition 2018

Inside this issue

  • Does your money need a personal trainer? Sometimes we can all benefit from a little help and encouragement to ensure our finances are fit and healthy.
  • Single adults find it hard to save. With more people now living alone than ever before, research shows that single people are finding it harder to save for retirement.
  • In the News… A whistle stop tour of some of today’s trending personal finance news flow.
  • How to side-step retirement remorse? When people have retirement regrets it’s often to do with the way they planned for their retirement and the decisions they did or didn’t take about their finances.
  • Self-employed? Prioritise your pension in 2019. If you are your own boss, make your pension a priority for 2019.
  • Poor health prompts retirement. A recent study found that nearly four million employees over the age of 50 expect poor health to be the main reason they retire.
  • Pensions – there’s good news! Many commentators predicted that the Chancellor would announce major changes to pension tax relief in his 2018 Autumn Budget, but this wasn’t the case.
  • Make 2019 the year you get the protection you need. If you haven’t got proper insurance in place for you, your family and your valuables, then you could be vulnerable if you faced one of life’s unexpected events.
  • Time to top up your ISA? If you’re planning to save into your ISA this tax year, don’t leave it too late and miss out on this great way to save tax-efficiently.

The information contained within our newsletters is for information purposes only and does not constitute financial advice.
The value of investments can go down as well as up and you may not get back the full amount you invested. The past is not a guide to future performance and past performance may not necessarily be repeated.

NEWSLETTER ARCHIVE

Autumn 2018 inside this issue

Is your family financially-savvy? // In the News // What are the main asset classes? // Seven out of ten pension savers favour retirement income targets // More taking out protection policies as health consciousness rises // Reached your half-century? How to plan for retirement // Adults carry out 109 life admin tasks per year // Women are better savers than men.

Summer 2018 inside this issue

· Pensions jargon – busted
· Are millennials saving enough for retirement?
· Early retirement could disappear by 2035, so it’s time to plan

· Power of Attorney – record numbers entrusting

Spring 2018 inside this issue

· Five personal finance habits we should all adopt
· More than £400 million languishing in old pension pots
· Two-thirds without life insurance despite health worries
· Dividend allowance reduction from April 2018

Winter 2017/18 inside this issue

· One in three retirees will have to rely in the state pension 
· Where will you live in retirement?
· Don’t leave your loved ones facing financial ruin
· Do we need targets to help us save more for retirement?
· Addressing your personal finance weak spots

Autumn 2017 inside this issue

· Millennials: don’t overlook the benefits of insurance 
· Pension freedoms – don’t lose out!
· A few personal finance facts we all need to know
· How employees can unlock ‘free’ pension cash
· Plan now for a comfortable retirement

Summer 2017 inside this issue

· What the election result might mean for your money 
· Parents more likely to insure their possessions than their health
· Be aware – new online scams reported
· The 17 million ‘sandwich generation’
· Remarriage – why you need to update your Will

Spring 2017 inside this issue

· Does it make sense to combine your pension pots? 
· The peace of mind that protection policies can provide
· Power of Attorney – why numbers are rocketing
· Happy 5th Birthday to the Junior ISA
· Regrets people have in retirement, and how to avoid them

Autumn 2016 inside this issue

· Junior ISA – cash or stocks and shares? 
· Surviving financially after the death of a loved one
· How much will you spend in retirement?
· Will Brexit derail pension freedoms?
· Annuities – where are we now?

The information contained within our newsletters is for information purposes only and does not constitute financial advice.
The value of investments can go down as well as up and you may not get back the full amount you invested. The past is not a guide to future performance and past performance may not necessarily be repeated.

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